Joined Curi Capital
August 2022
Education
- BBA in Finance and Business Economics, Ohio University
Affiliations
- Boy Scouts of America, Greater Colorado Council, Executive Board
- The Denver Foundation, Professional Advisors Council (past)
- University of Colorado Denver Business School, Jake Jabs Center for Entrepreneurship, Advisory Council (past)
- Greenhouse Scholars, Development and Advisory Board (past)
Previous Experience
- Multi-Family Office, Chief Strategy Officer
- JP Morgan Private Bank, Executive Director
Bio
Jeff is the Chief Client Officer of Curi Capital and a member of the firm’s Executive Leadership Team. He is responsible for leading and managing the Client Advisory efforts of the firm, which includes Wealth Builder, Wealth Management, Family Office Services, and Retirement Plan Solutions. Jeff has 20 years of experience in the financial services industry, previously serving as chief strategy officer for a boutique, multi-family office located in Colorado with $3.5 billion in assets and a focus on entrepreneurs and business owners.
Prior to that position, Jeff spent a decade in a variety of roles in New York City and Denver working with high net-worth clients for JP Morgan Private Bank, most notably supporting the Chief Investment Officer as a member of the Investment Strategy Team which oversaw $600 billion in client assets globally.
Jeff earned his BBA from Ohio University with a dual degree in Finance and Business Economics. Jeff is an Eagle Scout and continues to support his community through his leadership and board-level involvement with the Greater Colorado Council of Scouting Colorado and coaching youth sports. Jeff is married and has two boys, and the family enjoys spending time together traveling, golfing, and skiing.